Registering Members

Use

In this step in the creation wizard, you register the room members.

You create the member list for the room and assign the room-specific roles to each member. Each room role permits access to particular pages in the room. Your system administrator defines the room roles when creating the room template. You can assign one or more room roles to a room member.

Each room member has access to the pages in the room that his or her room roles allow. For example, if you assign the Member room role to a room member, this user then has access to the Documents, Tasks, and Calendar pages in the room.

In the room template, one of the room roles is always defined as the administration role. When you create the room, the system automatically assigns this room role to you as the room owner. As a room administrator, you see a particular page in the room (=Room Administration), which the other room members cannot see. For more information about the permissions this role gives you, see Changing and Modifying Rooms .

Prerequisites

Your system administrator has assigned the portal role for creating rooms to your user.

Procedure

  1. Create the member list.

    In the input field below the member list, you can enter other portal users and/or user groups and add them to the list. To search for the new members and groups, you choose Select… to display the function for selecting users and groups. Then you add the users and groups selected to the member list.

    A user group is not automatically expanded in the member list but appears as a single entry. You can expand the group using the appropriate option in the context menu.

  2. Check the role assignment and change them if required.

    If you create a room, you are the room owner. This means that the system automatically assigns you the administration role defined in the room template. If necessary, you can change this assignment, for example, by assigning this role to another room member and removing its assignment to your own user.

    When you create or maintain a room, the system checks whether the administration role is assigned to at least one room member. Only a room member who has been assigned the administrator role can also assign the administration role to other room members.

    When you create the member list, the system automatically assigns the initial role defined in the room template to the members that you register. If necessary, change this role assignment as well. A room member can have more than one role.

  3. Decide whether the system sends invitations to newly registered members by e-mail. The flag for sending e-mails is activated by default and you can deactivate it by clicking it.
  4. Choose Next.